Both Sides of the Table

OCTOBER 10, 2011

They are potentially different business models. The decision to split the businesses : 3 out of 5 stars. I really like the clarity of two business units – whatever you name them. Each with its own head, its own financial reporting and its own content strategy, pricing strategy and marketing strategy.

Customer 287

Customer Technical Review Caching PR 287

Both Sides of the Table

DECEMBER 17, 2009

But then your customes start using your products, your competitors come out with new offerings and your business partners decide to launch a similar product rather than working with you. The best entrepreneurs get market feedback regularly and change their approach based on the latest information. Not so much.

Entrepreneur 291

Entrepreneur Term Sheet Early Stage Affiliate 291

Both Sides of the Table

JUNE 4, 2013

I recommend you read Fred Wilson’s recent blog post about the need for a well articulated business strategy before pushing a particular business model. He then brought her to board meetings so nobody could accuse him of not having a business model. You need product / market fit. CROSSING THE CHASM.

Technical Review 401

Technical Review Startup Business Model Non-Compete 401

Both Sides of the Table

FEBRUARY 6, 2019

Others believe that new business models are emerging that could replace venture capital all together. In fact, the “traditional VC” market has only grown 14% per year and mega-rounds now account for nearly half of the dollars in the industry. We’re in a new tech bubble!” some have pronounced. More on that later.

Venture Capital 292

Venture Capital IPO Mezzanine Early Stage 292

Both Sides of the Table

APRIL 19, 2011

Business model: o They bought a lot of ad inventory (banner ads/advertising) driving people to signup forms, converting (fill out form) and sold leads, o Initial strategy was first comparison shopping and then monitoring and upselling on more savings. . He typed lowermybills.com was not registered and available so he bought it.

Acquisition 304

Acquisition Warrant Customer Term Sheet 304

Both Sides of the Table

FEBRUARY 22, 2015

And after one meeting they started asking for his advice about marketing, customer engagement, product design, monetization – whatever. When you see pitch after pitch – what works and what doesn’t – you start to get a sense of patterns of business model approaches, go-to-market strategies and the like.

Houston 150

Houston Cofounder Audience Business Model 150

Both Sides of the Table

APRIL 1, 2014

If you’ve watched any industry in the last 20 years where technology has begun to transform how the industry works the results are always predictable driven by what Clay Christensen appropriately called “ The Innovator’s Dilemma ” (one of the most influential books that changed my thinking about markets).

Turkey 338

Turkey Cloud Startup China 338

Both Sides of the Table

OCTOBER 19, 2009

They looked nervous at having to speak with me impromptu and without the benefit of financial figures to scoff at, product pitches that they’ve seen 100 times and a market sizing to unpick. Page 1: Market Size. $3 Distributed version control model – first in the industry like ours and we are filing patents. It got worse.

Venture Capital 274

Venture Capital Term Sheet San Diego Viral 274

Both Sides of the Table

SEPTEMBER 15, 2013

Of course it’s a competitive market so MCNs competing for top talent not only compete on rev share to talent but also to services that they provide talent. Developing O&O (owned & operated) businesses (outside of YouTube). Having business models that aren’t only ad-based. ” Don’t.

Networking 366

Networking Media Distribution Video 366

Both Sides of the Table

FEBRUARY 7, 2011

Market Opportunity. But what about markets? We always say that great opportunities are composed of a world-class team addressing a big & disruptive market opportunity. One of the common refrains that I heard was that investors were looking for “large markets with lots of white space.&# This annoyed me to no end.

Entrepreneur 330

Entrepreneur Tunisia Egypt Iran 330

Both Sides of the Table

SEPTEMBER 16, 2009

But I believe that if you go down this road you will struggle to simultaneously serve the SMB market. The needs are too different as are the sales channels and marketing messages. Want to build a product that relies on converting local mom-and-pop businesses into online advertisers – see if a regional approach might work better.

Startup 389

Startup Early Stage Demand Channel 389

Both Sides of the Table

MAY 23, 2012

There are obvious reasons the industry has had less-than-desirable returns, including: massive over-funding of the sector, huge increases in inexperienced venture capitalists that took a decade to peter out, and the massive correction in the value of the public stock markets that closed many exit opportunities for half a decade.

Venture Capital 347

Venture Capital Technical Review LP Mobile 347

Both Sides of the Table

FEBRUARY 17, 2010

But like lemmings, every company in the market rushed to proclaim they were launching WAP versions of their products. They pronounced “The End of Software.&# It was typical Marc Benioff marketing hyperbole but it was very effective. iPhone is not a business model unless you’re Apple. They may not.

Flash 326

Flash Mobile Application Development Cloud 326

Both Sides of the Table

SEPTEMBER 12, 2010

I can tell you from working with them the past two years that both of them have great insights on various online business segments and I’ll frequently ask their opinions on performance-based marketing, eCommerce (Dave was at PriceGrabber), online gaming (Dave is a fanatic), digital living room, millennial points-of-view, etc.

Programming 294

Programming Entrepreneur Private Equity Equity 294

Both Sides of the Table

FEBRUARY 1, 2015

I was recently contacted by an entrepreneur who was consider a few different business models for his company. I barely know the guy (or his markets) but he wanted me to weigh in one “which market I thought he should pursue.” Marketing channels have changed. ” I responded. ” That’s you.

China 150

China Venture Capital Framework Partner 150

Both Sides of the Table

SEPTEMBER 20, 2009

Do the market sizing analysis for them and send it. They aren’t sure about your business model? They’re having a tough time understand how big you can be? They’re worried about competitors? Do a 5-page PowerPoint competitive assessment. They said they’d call references but haven’t?

Campaign 277

Campaign Email Venture Capital Term Sheet 277

Both Sides of the Table

FEBRUARY 3, 2011

If you have or are thinking about a business in the video space you’ll enjoy hearing from Gregg but even more broadly this is a great conversation for entrepreneurs, investors or industry analysts. Why do a freemium model? This is to drive marketing and any IT or infrastructure spend can be seen as such.

Viral 303

Viral Investment Bankers Video Business Model 303

Both Sides of the Table

MARCH 1, 2011

Mike believes the reason AltaVista didn’t become Google ( despite their market leadership position ) was because they didn’t focus on search. Of course, monetization of search became one of the best business models in the history of business. Why AltaVista Failed To Become as Successful as Google. were doing.

Semantic 302

Semantic Acquisition Valuation Angel Investor 302

Both Sides of the Table

MARCH 3, 2013

Let me start by saying that Clayton is one of the most influential people on my thoughts about markets that led to both the concept behind my first startup and my main theses in investing. We spoke about what succeeds early in technology market evolutions. As markets grow, the more open and modular systems win.

Bankruptcy 403

Bankruptcy Offshore Liquidation Preference Balance Sheet 403

Both Sides of the Table

JUNE 29, 2011

This will continue while we’re in a tech bull market and I predict will wane when we’re not. I believe some VCs have entered the early-stage market as simply an option on future financing rounds. In a bull market many players see drift in their activities. Remember also that Meg was faking it. There are also others.

Venture Capital 296

Venture Capital Software LP Early Stage 296

Both Sides of the Table

FEBRUARY 14, 2016

Most venture capitalists who have been in this business for a long time foresaw this correction and have been talking about it privately for the better part of the last year or two. I’ll spare you the math and point out that this means we funded 0.104% of the market. Can Investors Spook the Market into Falling?

Valuation 150

Valuation Down Round Startup Later Stage 150

Both Sides of the Table

NOVEMBER 23, 2012

They simply don’t get product / market fit and aren’t patient to stick around and help you find it. If your product is great and you are reasonable at marketing then customers will find you, you will get adoption, the press will build authentic buzz and celebrities will use your product. Your product totally rocks.

Startup 321

Startup Equity Warrant Dilution 321

Both Sides of the Table

JUNE 12, 2010

BookRenter – plus a discussion about Chegg … what is going on in the university book market? We talked about the analogies between what NetFlix achieved in movies and whether this is relevant to the book market. We then moved on to discuss the following deals: Deal of the Week. Online text book rental service.

Venture Capital 217

Venture Capital Los Angeles Oakland Asia 217

Both Sides of the Table

JULY 10, 2011

Think about this: The investment banks and trading houses across the globe have invested billions of dollars in computing equipment and staff in order to process news that affects stock prices milliseconds before the rest of the market can process & transact on this same information. Real time + location equals marketing opportunity.

Viral 307

Viral Las Vegas Tunisia Syndicate 307

Both Sides of the Table

MAY 7, 2011

The important lesson in order to gain market share was that in order for new users to try Microsoft Excel, they had to be able to work with the files their coworkers were creating. It was the first internet company to lose money on its first day on the public markets. Marketing materials. What did you learn at Juno?

Software Review 285

Software Review Software St. Louis API 285

Both Sides of the Table

OCTOBER 19, 2010

So without my weighing into the pro’s / con’s of this I can say that I believe it will capture a large segment of the market but leave room for “open platforms&# to play a big role. and Excite in particular as well as all of the Internet companies with grandiose stock market valuations.

Distribution 386

Distribution Audience Video Internet 386